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Name Holding Trade Value Shares
Change
Change in
Stake
LOPW
1401
Live Oak Private Wealth
North Carolina
$631K -$973 -4 -0.1%
VAG
1402
VisionPoint Advisory Group
Texas
$631K +$4.86K +20 +0.7%
NWM
1403
Northwest Wealth Management
Iowa
$630K -$3.89K -16 -0.6%
CCB
1404
Cutter & Co Brokerage
Missouri
$628K +$133K +548 +25%
FM
1405
Family Management
New York
$627K +$8.27K +34 +1%
RGF
1406
Retirement Guys Formula
Ohio
$627K +$659K +2,710 New
JMFC
1407
J.M. Forbes & Co
Massachusetts
$626K +$97.3K +400 +17%
WTB
1408
Washington Trust Bank
Washington
$625K +$72.5K +298 +12%
HCM
1409
Hutchinson Capital Management
California
$624K -$1.03M -4,218 -61%
DWA
1410
Douglass Winthrop Advisors
New York
$624K
KA
1411
Kozak & Associates
Colorado
$624K +$91.4K +376 +15%
MCWA
1412
Meadow Creek Wealth Advisors
Georgia
$624K +$656K +2,696 New
LCM
1413
Lewis Capital Management
California
$624K +$656K +2,698 New
ALAM
1414
Asahi Life Asset Management
Japan
$618K -$31.6K -130 -5%
DA
1415
Dillon & Associates
Michigan
$617K -$40.6K -167 -6%
NRA
1416
NSI Retail Advisors
Pennsylvania
$616K
CT
1417
Caldwell Trust
Florida
$616K -$2.67K -11 -0.4%
LA
1418
LexAurum Advisors
Kansas
$615K -$4.62K -19 -0.7%
DCM
1419
Donaldson Capital Management
Indiana
$615K +$2.43K +10 +0.4%
LGA
1420
Lebenthal Global Advisors
New York
$613K +$645K +2,651 New
BFC
1421
Bedel Financial Consulting
Indiana
$612K -$89.2K -367 -12%
HCP
1422
Hexagon Capital Partners
Arkansas
$611K -$1.95K -8 -0.3%
PGIM
1423
Pacific Global Investment Management
California
$609K
PCA
1424
Pallas Capital Advisors
Massachusetts
$608K -$54K -222 -7%
APC
1425
Aspire Private Capital
North Carolina
$607K +$52.8K +217 +9%